Costco Wholesale Corporation $COST Shares Bought by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 3.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 15,185 shares of the retailer’s stock after buying an additional 514 shares during the period. Axxcess Wealth Management LLC’s holdings in Costco Wholesale were worth $14,057,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after buying an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. boosted its position in Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares during the last quarter. Finally, Capital & Planning LLC grew its stake in shares of Costco Wholesale by 4.1% during the second quarter. Capital & Planning LLC now owns 3,567 shares of the retailer’s stock valued at $3,532,000 after acquiring an additional 140 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Costco Wholesale

In other news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the transaction, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Javier Polit sold 558 shares of the firm’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the completion of the transaction, the executive vice president directly owned 10,190 shares in the company, valued at $8,792,849.10. The trade was a 5.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts recently issued reports on COST shares. Robert W. Baird set a $1,100.00 price target on shares of Costco Wholesale in a research note on Thursday, February 5th. BMO Capital Markets reissued an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Mizuho increased their price target on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. Rothschild & Co Redburn lifted their price target on Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research note on Tuesday. Finally, Gordon Haskett lifted their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Twenty-one equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average price target of $1,008.07.

More Costco Wholesale News

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Digital and warehouse growth remain strong (e‑commerce comps +20.5%, new stores boosting sales), supporting longer‑term revenue momentum. Costco’s Digital Demand and Warehouse Strength Create a Dual Engine
• Positive Sentiment: Member enthusiasm for new food‑court offering (McDonald’s‑style item) is positive for in‑club traffic and ancillary sales. Costco launches McDonald’s copycat food court item that members call ‘top notch’
• Positive Sentiment: New mobile ordering for cakes/deli could improve customer convenience and drive higher average tickets for the deli category. Costco cake online ordering is coming
• Neutral Sentiment: Rothschild & Co Redburn raised its price target to $1,000 but kept a “neutral” rating — the PT is close to current levels, giving limited directional push. Rothschild & Co Redburn adjusts PT on Costco Wholesale to $1,000
• Neutral Sentiment: Coverage and valuation commentary continue to evolve; a recent roundup of analyst moves highlights mixed views that could keep share volatility elevated. How Recent Analyst Moves Are Shaping The Costco Wholesale (COST) Valuation Story
• Neutral Sentiment: Short‑interest reporting in mid‑February shows effectively zero reported short position (data contains anomalies), so short squeeze dynamics are unlikely to be a driver. (internal short‑interest entries)
• Negative Sentiment: Gift cards sold at Costco are at risk after the issuer declared bankruptcy, creating potential consumer refunds/liability and reputational concern. Gift cards sold at Costco at risk after issuer declares sudden bankruptcy
• Negative Sentiment: Related recall: Costco issued a recall on certain restaurant gift cards, which amplifies near‑term consumer and operational risk. Costco issues recall on restaurant gift cards
• Negative Sentiment: Legal exposure: Costco faces a U.S. class action alleging salmonella risk (and separate rotisserie‑chicken complaint coverage), which could mean litigation costs, recalls or reputational damage if claims progress. Costco hit by US class action over salmonella risk claims

Costco Wholesale Price Performance

NASDAQ COST opened at $1,012.05 on Wednesday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,071.00. The firm has a market capitalization of $449.22 billion, a PE ratio of 54.21, a P/E/G ratio of 5.37 and a beta of 1.01. The company’s 50 day simple moving average is $928.05 and its 200 day simple moving average is $933.51. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.27 by $0.07. The firm had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.04 earnings per share. As a group, equities research analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio is presently 27.85%.

About Costco Wholesale

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.